Fidelity FundsNetwork has launched a Model Portfolio Centre incorporating a rebalancing service in a move it says will "revolutionise" the way advisers do business on the platform.
It will enable advisers to create bespoke portfolios of up to 30 funds - taking into account level of risk, growth and income requirements - and rebalance them in bulk or on an individual client basis. The model portfolio rebalancing tool allows advisers to readjust client portfolios in order to protect them from market volatility or readjust in line with changing client needs. “The new combination of our model portfolio centre with rebalancing capability, along with the discretionary management service now available, will revolutionise the way advisers can manage client portfolios on...
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